Weaver Capital Management LLC

Position in SO — Southern Co

CIK 1552247 SUWANEE, GA

Position in SO

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$1,890,176

-$15,997 QoQ

Shares Held

19,749

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.69%

of 13F equity value

Holder Rank

#780

of 2,360 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Weaver Capital Management LLC holds $5,671,790 across 5 Utilities - Regulated Electric names. SO ranks #1 (33.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	19,749	$1,890,176
2	DUK	Duke Energy CORP	14,069	$1,780,854
3	NEE	Nextera Energy Inc	17,087	$1,499,725
4	WEC	Wec Energy Group, Inc.	2,150	$251,055
5	FTS	Fortis Inc.	4,368	$249,980

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,890,176	19,749	0.0%	Shares	Sole	2026-07-30
2026-03-31	$1,906,173	19,749	-1.8%	Shares	Sole	2026-04-17
2025-12-31	$1,754,202	20,117	+5.8%	Shares	Sole	2026-01-22
2025-09-30	$1,801,482	19,009	-5.4%	Shares	Sole	2025-10-20
2025-06-30	$1,844,405	20,085	-1.2%	Shares	Sole	2025-07-24
2025-03-31	$1,868,699	20,323	+2.2%	Shares	Sole	2025-04-22
2024-12-31	$1,636,933	19,885	+3.1%	Shares	Sole	2025-01-27
2024-09-30	$1,740,113	19,296	+3.1%	Shares	Sole	2024-10-22
2024-06-30	$1,451,644	18,714	-5.7%	Shares	Sole	2024-08-02
2024-03-31	$1,423,249	19,839	+18.1%	Shares	Sole	2024-05-15
2023-12-31	$1,177,455	16,792	—	Shares	Sole	2024-05-15
No filing history on record for this holder in this stock.